PharmaEssentia (6446) Q3 2026 earnings summary

Executive summary

• Q3 2026 revenue reached NT$7.76B, up 100% YoY; 9M revenue was NT$19.7B, already exceeding FY2025 revenue.

• 9M 2026 global revenue through October was reported at ~NT$22.6B, up 86% YoY.

Financial highlights

• Q3 operating income was NT$3.13B, up 168% YoY; net income was NT$2.92B, up 98%.

• 9M operating income reached NT$8.37B, up 149% YoY; net income was NT$7.60B, up 113%.

• Q3 operating expenses rose 83% YoY versus revenue growth of 99%; 9M expenses increased 62% versus revenue growth of 84%.

Outlook and guidance

• HOPE-PMF Phase 3 enrollment was completed in June 2026 with 160 patients; a new indication is targeted for 2028.

• Multiple pipeline candidates are planned to enter Phase 1 or have IND filings planned during 2026–2027.

• Zhubei manufacturing facility is expected to supply more than 100,000 patients worldwide.